Australia's general insurers face a new mandatory cost --the "AI Governance Tax"-- forcing billions in defensive spending to meet FAR compliance and avoid algorithmic bias penalties before they can ca...

Shares in TechnologyOne reacted negatively on the release of a record FY25 performance, as not all metrics met elevated expectations as as the global technology sector is de-rated

Despite strong underlying growth in the core accounting business, lower cost guidance and the general approval of analysts, shares in Xero fell after first-half results

Mader Group's casual workforce model, diversification into segments beyond mining maintenance, and strong earnings growth rate, have Macquarie initiating with Outperform

New research on Navigator Global Investments highlights a business model with structural advantages over listed peers and potential to lift earnings above market expectations

Artificial intelligence is the most significant change to humanity in the 21st Century but the complexity, scale and needs for the technology create both opportunities and risks

Rising demand for commodities testing, supported by the soaring gold price, provided a strong first half for ALS Ltd, and it appears there's more to come

Australia's general insurance sector faces its biggest threat in decades as AI-powered 'agentic commerce' threatens to bypass established brands entirely, forcing billions in defensive technology spen...

A glance through the latest expert views and predictions about commodities: US energy demand to resume growth; super-cycle in copper; investment in critical aluminium; downside risk for gold

October characterised a big rotation out of tech, healthcare and discretionary sectors into resources in anticipation of an improving global outlook

ResMed's first-quarter result broadly met market expectations, though rising margins and potential for further capital management have been negated by US import tariff ambiguity

Private credit is growing as an asset class in Australia, and brokers agree fund manager Qualitas stands out as best-practice operator in this field

Chinese authorities want to address over-capacity in parts of the domestic economy, but authorities will act cautiously in the face of many uncertainties, T. Rowe Price's Clarence Li explains

Analysts are impressed by an ambitious five-year plan issued by Ramelius Resources. FY26 marks the low point of ongoing gold production, according to management

Pexa Group's first quarter results revealed strong growth in refinance activity while the UK benefited from a remortgage volume tailwind

FNArena's Monitor keeps track of corporate earnings result releases, including broker views, ratings and target price changes and beat/miss assessments

Australia's general insurance sector faces its biggest threat in decades as AI-powered 'agentic commerce' threatens to bypass established brands entirely, forcing billions in defensive technology spen...

Mandatory compliance and ageing infrastructure are driving a structural boom in Australia's water sector, validating companies pivoting to high-margin, recurring revenue models

A better than expected quarter for BNPL provider Zip Co was driven by a rapidly growing US customer base in a still underpenetrated market

The US-Australia critical minerals investment agreement has driven lithium miner Pilbara Minerals' share price on sentiment, well above fundamentals, on most assessments

Impacts from changing climate and weather patterns are increasingly showing up in corporate earnings releases. A sign investors should not ignore

Shares in Sandfire Resources hold their ground following first quarter results showing progress at Motheo and Matsa, while a further growth option awaits

Falling vaccination rates in the US prompted a guidance downgrade at CSL, but was the market's reaction excessive?

Mandatory compliance and ageing infrastructure are driving a structural boom in Australia's water sector, validating companies pivoting to high-margin, recurring revenue models

Infrastructure services company SRG Global has announced another step-change in growth with the acquisition of a marine infrastructure services business

The share market has signaled approval of Jumbo Interactive's UK acquisition as management diversifies away from lottery retailing

Insurance software company Fineos Corp should become free cash flow positive this year – a milestone that typically triggers a multiple re-rating

Property buyers are being confronted with two major issues, increasing development density and future impact from a changing climate

New research on compliance solutions business Kinatico highlights the step-change to operations provided by new product ComplianceX

GenInnov Global Innovation Fund founder Nilesh Jasani counters today's doom and gloom environment when it comes to AI and the next technological revolution is primarily the result of lazy and ignorant...

Hyperscalers' ambitious capital spending on generative AI projects represents a once-in-a-decade cycle, ClearBridge Investments suggests

Caught in a nexus of falling Chinese demand and Californian distribution travails, Treasury Wine withdraws earnings guidance

Shares in DigiCo Infrastructure REIT have been re-invigorated following new contract wins and updated FY26 guidance by management

Investors are being drawn to Dalrymple Bay Infrastructure's predictability and stability in an uncertain world, offering dividend growth ahead

Record quarterly production, a promising new project, and surging global demand for nuclear energy is injecting renewed excitement for the prospects of Paladin Energy

After missing on third quarter earnings, Elders' fourth quarter looks much brighter plus approval of the Delta acquisition will drive significant synergies and new earnings capacity

Getting your Australian financial news fix used to mean waiting for the evening news or next day's newspaper. Not any more

Australia has a dry climate, making it the second driest continent in the world, prompting the country to rethink how it sources its most essential resource: water

The U308 spot price took a breather last week as buying from funds subsided and volumes contracted

Whether or not a stock market bubble is forming has become a key debate for investors. ClearBridge Investments believes a boom may be on the horizon, driven by a favourable policy mix and a healthy co...

AI investment has collided with a technology stock market melt-up prompting a cri-de-coeur of 'bubble'

Post FY25, Management at Bega Cheese is guiding for much faster growth ahead, with potential upside from sector consolidation

FNArena's Danielle Ecuyer is sharing some insights on how to use stockbroker insights for investing research and decision making

Following another unsuccessful bid for Santos, analysts review the company's outlook with a focus on valuation and dividend support

While a new three-year plan by Vault Minerals points to rising gold production, it also points to a pivot for free cash flow

While FY25 results for Myer revealed resilient sales, a step-up in costs was cause for concern though analysts generally believe management's strategy reset remains on track

Superloop's FY25 results triggered share price weakness, but analysts see plenty of catalysts and growth ahead for the challenger telco

FNArena's Treasure Chest reports on money making ideas from stockbrokers and other experts. Today's idea is on financial services provider Generation Development

Duratec's FY25 results highlight competitive advantages relative to peers in the contracting space, supporting higher earnings and margins

Self-Managed Super Funds (SMSF) have long been a pillar of Australia's retirement savings system. Today, they control over $1.01trn in assets, nearly a third of the nation's $3.9trn superannuation poo...